Added to YB: 2025-11-21
Pitch date: 2025-11-20
LYB [neutral]
LyondellBasell Industries N.V.
+68.99%
current return
Author Info
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Company Info
LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally.
Market Cap
$14.9B
Pitch Price
$41.47
Price Target
N/A
Dividend
11.81%
EV/EBITDA
9.80
P/E
-11.48
EV/Sales
0.70
Sector
Chemicals
Category
N/A
LyondellBasell Industries N.V. (A moatless giant - how it got there)
LYB (sell): Commodity chemical producer w/ no pricing power, competing on price alone. Tech segment shows 50% margins but overlooked. Recent turn to -11.6% net margins, $13.3B debt vs $1.8B cash. DCF suggests $68 fair value vs current price but unpredictable commodity exposure makes valuation unreliable.
Read full article (6 min)